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Arcosa, Inc. (ACA) SEC Filings, Oct 2025-Feb 2026

ACA NYSE

Arcosa, Inc. filings document an operating company focused on infrastructure-related products and solutions, including construction materials and engineered structures. Form 8-K reports cover earnings releases, Regulation FD investor presentation materials, the completed divestiture of the inland barge business, operating and financial results, and capital-structure and material-event disclosures.

Proxy materials describe shareholder voting matters, board governance, executive compensation, equity awards and pay-versus-performance disclosures. The filing record also includes mine-safety disclosure for an aggregates location, reflecting regulatory reporting tied to the company's construction materials operations, along with recurring governance and financial disclosures for its NYSE-listed common stock.

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Arcosa, Inc. reported that Chief Financial Officer Gail M. Peck acquired 3,550 shares of common stock as a grant or award on February 23, 2026. Following this award acquisition, she directly owns a total of 80,961 shares of Arcosa common stock.

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Arcosa, Inc. has agreed to sell its barge business, Arcosa Marine Products, Inc., to an affiliate of Wynnchurch Capital for $450 million in cash, subject to customary adjustments. The sale is expected to close in the second quarter of 2026, following regulatory approval and other standard conditions, including clearance under the Hart-Scott-Rodino Act.

Arcosa Marine, a leading inland barge and marine hardware manufacturer, generated $383 million of revenue and $68.3 million of Adjusted EBITDA in 2025. Arcosa plans to use net after-tax proceeds to invest in its core growth platforms in construction materials and engineered structures and to reduce outstanding debt, aiming to simplify its portfolio and raise its overall margin profile.

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Arcosa, Inc. reported a routine equity-related transaction for its President & CEO and Director. On 12/31/2025, the reporting person acquired 2 Arcosa Phantom Stock Units under the Arcosa, Inc. Deferred Plan for Director Fees. Each phantom stock unit is the economic equivalent of one share of Arcosa common stock and is designed to mirror the value of the stock without issuing actual shares. Following this transaction, the reporting person beneficially owned 4,881 phantom stock units on a direct basis. These units are settled in cash when the reporting person’s service with Arcosa ends, rather than through delivery of common shares.

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Arcosa, Inc. director reported acquiring additional deferred compensation tied to the company’s stock. On 12/31/2025, the director received 4 Arcosa Phantom Stock Units, each economically equivalent to one share of common stock, at a price of $106.32 per unit. Following this transaction, the director beneficially owns 7,396 phantom stock units. These units were accrued under the Arcosa, Inc. Deferred Plan for Director Fees and will be settled in cash when the director’s service with Arcosa ends.

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Arcosa, Inc. reported a mine safety event at its Arcosa Aggregates Gulf Coast location in DeRidder, Louisiana. On December 11, 2025, the Mine Safety and Health Administration issued a section 107(a) order after a third party contractor was seen walking on top of a fuel tank without fall protection.

The order required removal of the contractor from the hazardous area and was terminated shortly after the contractor was safely brought down. No one was injured, and Arcosa states that it took immediate corrective action in response to the incident.

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Arcosa, Inc. (ACA) furnished updated investor presentation materials under Regulation FD. Management may use these materials from time to time to discuss the company’s operations and performance. The presentation is attached as Exhibit 99.1 and is also available on the company’s website at www.arcosa.com.

The materials in Item 7.01, including Exhibit 99.1, are being furnished, not filed, and therefore are not subject to liabilities under Section 18 of the Exchange Act, nor incorporated by reference into other filings unless expressly stated. The company also notes this submission is not an admission of materiality for information disclosed solely to satisfy Regulation FD.

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Arcosa, Inc. reported strong Q3 2025 results. Revenue rose to $797.8 million from $640.4 million a year ago, and diluted EPS increased to $1.48 from $0.34 as operating profit climbed to $112.3 million.

Segment revenue was $387.5 million in Construction Products (boosted by the Stavola acquisition), $311.0 million in Engineered Structures on higher utility structures and wind towers, and $99.3 million in Transportation Products with higher barge deliveries. Year to date, operating cash flow was $221.1 million and capital expenditures were $101.4 million.

Backlog indicators point to multi‑period production visibility: utility and related structures $461.5 million, wind towers $526.3 million, and inland barges $325.9 million. The balance sheet showed cash of $220.0 million, total debt of $1,583.1 million (including a term loan of $596.5 million and senior notes of $1.0 billion), and an undrawn $700.0 million revolving credit facility. Net income was $73.0 million, and the effective tax rate was 16.2%.

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Arcosa, Inc. furnished an 8-K to announce its third-quarter 2025 earnings release. The company attached the release as Exhibit 99.1, dated October 30, 2025, under Item 2.02: Results of Operations and Financial Condition.

The company noted the release is being furnished and not deemed “filed” under the Exchange Act, limiting its incorporation by reference unless expressly stated. The filing also includes Exhibit 104 for the Cover Page Inline XBRL.

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Arcosa, Inc. (ACA) reporting person Antonio Carrillo, who serves as a director and as President & CEO, reported an acquisition on 09/30/2025 of 3 Arcosa Phantom Stock Units. Each phantom stock unit is economically equivalent to one share of Arcosa common stock and the units are payable in cash when the reporting person’s service ends. After the reported transaction, Mr. Carrillo directly beneficially owns 4,879 shares (or economic equivalents). The Form 4 was signed by Mark Elmore by power of attorney on 10/02/2025.

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Lindsay John W, a director of Arcosa, Inc. (ACA), reported the accrual of 3 Arcosa Phantom Stock Units on 09/30/2025 under the company's Deferred Plan for Director Fees. Each phantom unit is the economic equivalent of one share of common stock and the units settle in cash upon the reporting person's termination of services. The filing shows an associated price of $93.71 and reports 7,392 shares beneficially owned following the reported transaction, held directly. The Form 4 was signed by power of attorney on 10/02/2025.

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FAQ

How many Arcosa (ACA) SEC filings are available on StockTitan?

StockTitan tracks 81 SEC filings for Arcosa (ACA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Arcosa (ACA)?

The most recent SEC filing for Arcosa (ACA) was filed on February 25, 2026.